I’m interested to know what Sherlock Gumshoe or other readers think of Magnite (MGNI) – a previous mf recommendation I believe at one point, though I don’t know when or for which service. Now that they have declined somewhat over the year, slightly missed projected targets this quarter but still with extreme consistent revenue growth […]
Microblogs
June 6, 2020
Naspers: A way of owning Tencent at a discount?
What do you think of the South African company Naspers (also traded OTC on a US listing) as a way of owning Tencent at a significant discount? As far as I’m aware they still own a sizeable stake in Tencent (10%) as well as Flipkart and other less well known companies. I’m unsure if any […]
February 29, 2020
Rubicon Project – the sell side of programmatic ads? (RUBI)
Just wondered what your take on Rubicon Project’s potential is to emerge as the dominant sell-side equivalent to TTD’s buy-side of programmatic advertising. I remember seeing it touted as someone’s number one stock for 2020… I can’t remember where though!
Recent Author Comments
Posted on November 4, 2023
Posted on April 19, 2023
Where can I find the advert to this? Great analysis as always [...]
Posted on January 6, 2022
I guess they do it because it works![...]
Posted on January 6, 2022
I've used WISE as a product for several years now for medium to large currency transactions in Europe and Asia. I love the product and experience which is very simple for the consumer. It's getting better each year. I want to be able to justify an investm[...]
Posted on December 8, 2021
Great article. Thank you very very much for your clarity and grounded approach.What would be your buy under price for Google Alphabet now?[...]
Posted on November 17, 2021
What is the trailing stop loss you would apply to TTD now to maintain your discipline, given their recent pop?[...]
Posted on October 18, 2021
Is the page where you put your notes and analysis of every holding and last 'buy below price' still around somewhere? I had it saved as a favourite on my phone... Until it was run over by several cars at the weekend. Thanks![...]
Posted on September 25, 2021
Love it [...]
Posted on July 31, 2021
Great run down of this week's quarterly reports. Clear, level headed, articulate critical analysis with personality and humour. Thank you![...]
Posted on July 16, 2021
Good to have you back![...]
Posted on May 24, 2021
I'm already in. I went in a bit too hard at the beginning.[...]
Posted on April 3, 2021
Great analysis as usual Travis! Thank you so much![...]
Posted on March 26, 2021
Random not so useful investing fact: 1 share of each stock in Travis' portfolio will set you back $13,818 as of today's values. Thanks Google sheets! Who else would buy a Stockgumshoe ETF! Go on, Travis![...]
Posted on September 26, 2020
Love your writing, Travis![...]
Posted on August 16, 2020
Love the analysis. Thank you![...]
Posted on June 6, 2020
Beautiful read. I love learning about how business models like PAR work. Thanks for making it so easy to absorb, Travis.[...]
Posted on April 26, 2020
Always a great read with my Saturday and Sunday morning coffee. Thanks.I know you have your sights set on a $100 Boeing buy but what are your thoughts on the wider airline industry and further drops that would make it appealing for you?[...]
Posted on March 14, 2020
Free kisses for all[...]
Posted on March 14, 2020
Oh my God. Travis I love you so much! Fantastic run down and analysis. Keep up the great work and being brave enough to get it wrong sometimes too.[...]
Posted on February 6, 2020
What would you say are your top stocks / ETF / trusts with dividend compounding potential? Is Medical Properties Trust still up there despite a hefty valuation?[...]
We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.
More Info Please note that this is your publicly visible biography - we recommend not including any personal information (phone, email, address, etc.) and ONLY linking to any other pages or profiles you're comfortable sharing with everyone.
Well done on sharing your thinking so clearly, Travis Your love for Markel shining bright.[...]